Profil
Mr. Hugo N.
Smith is a Regional Managing Partner at Evelyn Partners Investment Management LLP.
He is on the Board of Directors at Evelyn Partners Investment Management LLP.
As a Partner, he leads a team of nine whose core business is the management of investment portfolios for a range of private clients, pension funds, trusts and charities.
Mr. Smith joined the Board of Smith & Williamson Investment Management in December 2016.
He joined the Board of Smith & Williamson Investment Management in December 2016 and became chair of the firm’s Asset Allocation Committee in 2018.
Mr. Smith first became involved in investment management in 1998 at the end of his business studies degree.
He has worked with the same client base ever since, becoming a Director in 2005.
He was one of PAM Insight’s Top Forty Under Forty Private Asset Managers in 2014.
He is a Chartered Fellow of the Institute for Securities & Investment (CISI) since 2010.
Postes actifs de Hugo Nicolas Heriz Smith
| Sociétés | Poste | Début |
|---|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Head-Equity Investments | 17/10/2005 |
Expériences
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
















